Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
+1,947
New +$258K 0.17% 107
2025
Q1
Sell
-2,780
Closed -$365K 121
2024
Q4
$365K Buy
2,780
+313
+13% +$41.1K 0.15% 113
2024
Q3
$313K Buy
2,467
+255
+12% +$32.3K 0.12% 137
2024
Q2
$335K Sell
2,212
-478
-18% -$72.5K 0.12% 119
2024
Q1
$444K Buy
+2,690
New +$444K 0.11% 131
2022
Q2
Sell
-1,167
Closed -$200K 176
2022
Q1
$200K Buy
+1,167
New +$200K 0.08% 218